Automate Service Package Recommendations with Google Workspace Sales Pipeline Tracking

Description

💰 Package Recommender with Sales Pipeline Tracking

What It Does
Automatically recommends the right service package based on budget, sends beautifully formatted proposal emails with case studies, logs everything to a sales pipeline tracker, and schedules your follow-up reminders. Converts inquiries into booked calls without manual proposal writing.

How It Works
Form Trigger → Lead submits budget and challenge details
Log to Pipeline → All inquiry data saved to tracking sheet
Budget Router → Directs to Basic ($0-3K), Standard ($3-6K), or Premium ($6K+)
Set Package Variables → Loads appropriate features, pricing, case study
Send Proposal Email → Gorgeous HTML email with personalized package details
Update Pipeline → Marks "Package Sent" and sets follow-up date (+3 days)
Calendar Reminder → Creates event in 3 days reminding you to follow up

🚀 SETUP INSTRUCTIONS

Step 1: Create Sales Pipeline Sheet
Create Google Sheet with tab "Package Inquiries"
Add columns: Timestamp | Name | Email | Phone | Budget | Timeline | Challenge | Package Recommended | Package Price | Status | Date Sent | Follow-Up Date
Update YOUR_GOOGLE_SHEET_ID in nodes 2, 7, and calendar description

Step 2: Customize Package Details
Edit nodes 4, 5, 6 (Set Package Details nodes)
Update pricing, features, and case studies for your services
Replace booking links with your actual Calendly/scheduling URLs
Adjust package names if needed

Step 3: Configure Email Template
Edit node 7 email design/branding
Update "Your Name" and signature
Customize colors (currently: purple gradient, green CTA)
Test email rendering across devices

Step 4: Setup Calendar Integration
Add Google Calendar OAuth2 credentials
Verify follow-up timing (currently +3 days)
Customize reminder description with your workflow
Update Google Sheet link in calendar event